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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,895 | $162,821+192.3% | $133,978+255.2% | $158,982+199.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.13% | 41.95%-31.8pp | 45.10%-35.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $11,476 | $4,976+130.6% | $3,919+192.8% | $4,763+141.0% |
| Participant deferral / active EE | $10,181 | $5,910+72.3% | $5,047+101.7% | $5,983+70.1% |
| Admin fee / account holder | $29,354 | $11,742+150.0% | $8,930+228.7% | $11,252+160.9% |